Job Requirements

About the Role
: Elite Banker-First Wealth
Elite Banker-First Wealth in our Smart Banker department is responsible for enhancing customer engagement through virtual channels, with a focus on deepening relationships and increasing product penetration among managed clients. The role involves driving adoption of digital platforms, promoting cross-sell prospects, and onboarding customers into the Relationship Banking program. The role holder is expected to deliver a superior customer experience, improve retention, and position IDFC FIRST Bank as the primary banking partner for affluent clients.

Key Responsibilities
Primary Responsibilities
Deepen customer relationships to increase overall relationship value.
Acquire recent Non-Resident (NR) accounts and generate referrals from existing customers.
Drive remittances across all managed and sourced accounts.
Conduct high-quality customer engagements over calls, following industry best practices.
Promote adoption and usage of digital platforms such as mobile banking and the Optimus app.




Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions.
Profile customers and recommend suitable banking products based on their needs and preferences.
Ensure effective onboarding for Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investment solutions, Retail and SME Loans, and other banking programs.
Meet monthly operating plans to improve scorecard performance and decile rankings.
Coordinate with internal teams to close retail asset and trade transactions generated through client engagement.
Resolve customer queries and complaints promptly to meet Net Promoter Score (NPS) benchmarks.
Ensure strict adherence to bank policies and compliance standards.
Pitch Relationship Banking program perks and onboard eligible customers/groups.
Secondary Responsibilities
Assist with audits and ensure compliance with internal and external regulations.
Deliver best-in-

📌 Elite Banker First Wealth Thane
🏢 IDFC FIRST Bank
📍 Thane